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Cfp Jobs in Rhode Island (NOW HIRING)

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105K - $175K/yr

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

Bank of America

Portfolio Manager II

Providence, RI · On-site

$105 - $175/hr

Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development ...

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$59.7K

$99.8K

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How much do cfp jobs pay per year?

As of Aug 23, 2026, the average yearly pay for cfp in Rhode Island is $99,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,200.00 and $112,100.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
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What are the most commonly searched types of Cfp jobs in Rhode Island?

The most popular types of Cfp jobs in Rhode Island are:

What are popular job titles related to Cfp jobs in Rhode Island?

For Cfp jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Cfp jobs in Rhode Island look for?

The top searched job categories for Cfp jobs in Rhode Island are:

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Cfp jobs near you
Infographic showing various Cfp job openings in Rhode Island as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $99,831 per year, or $48 per hour.

Investment Management Consultant II - Smithfield

Fidelity Investments

Smithfield, RI • On-site

Full-time

Retirement

Re-posted 22 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Investment Management Consultant II
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services' voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
  • Hold appropriate state registrations
  • Professional designation (CFP) preferred
  • Minimum 7 years of financial relationship management experience
  • Bachelor's degree or equivalent experience
  • Deep understanding of managed account industry and Fidelity's managed offerings
  • Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
  • Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
  • Demonstrated success in strong needs-based consultative sales skills and client/book management skills
  • Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
  • Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
  • Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
  • Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
  • Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
  • Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
  • Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
  • Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team
The Investment Management Consultant II is part of Fidelity's Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams - whether that's saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it's why we'll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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